Review and approval
Hatiroo® enables efficient review and approval of company documents. No need to send them by email, download them to your hard drive, and reattach them. No chaos with draft versions, no clutter in your inbox, and no delays in task completion.
In Hatiroo®, processes are defined in advance, so every team member knows what to do and when.
What is the difference between reviewing and approving?
When the draft document is ready, its content is sent for review, e.g., to the legal department or managers of specific departments. Review may also be necessary when you receive a contract from a contractor with a request for verification
and comments.
Once each of the persons indicated in the system has reviewed the content of the document and added any comments, it is returned to the person who coordinates the process and is responsible for making corrections.
Approval is the next step. It involves sending the complete
and finished document for approval by specific individuals,
subject to certain limits and powers of attorney. This is the last stage before signing. The document can be approved by individuals within your organization or from the contractor’s company.
Review and approval in Hatiroo®
Coordination of review and approval
In Hatiroo®, you can request feedback or approval from multiple people, roles, or departments. Thanks to automation and system notifications, everyone knows what tasks they are responsible for and when they should complete them.
Hatiroo® coordinates the work of the entire team. It generates tasks and sends notifications. Completed tasks disappear from the list, and if someone fails to complete them within the specified time, the system sends reminders.
Remote work
With Hatiroo®, the entire team can work remotely. Thanks to the system, all important processes can flow smoothly between individuals from different departments. It doesn't matter where they are currently located – whether in the office or at home.
Hatiroo® coordinates the work of the entire team. It generates tasks and sends notifications. Completed tasks disappear from the list, and if someone fails to complete them within the specified time, the system sends reminders.
Automated processes
You can decide on the order in which documents are approved – for example, you can first ask department managers for approval and only then forward the content to the CEO or contractor for review. The system also shows who approved or rejected a document, when, and in which version.
In Hatiroo®, the document owner or process initiator does not have to coordinate all activities. The system allows any other person or department to process the document.
Working on the current version of the document
When several people work on a single document and send draft versions to each other by email, it is easy to make a mistake and work on an outdated version of a contract or letter. Hatiroo® eliminates this problem. Each employee can be sure that they are giving their opinion or approving the document in the updated, latest version.
You work with Word, Excel, and PDF files—the ones you are used to. There is no need to learn new document management programs. You also don’t need to download documents to your hard drive—changes are saved immediately on the company server.
